HNW Client Advisor
4 days ago
As a Portfolio Manager at Ferguson Dean, your primary focus will be on providing bespoke financial planning solutions to HNW clients across the Cheshire region. You will work closely with a Senior Adviser to manage client relationships, provide regular updates, and assume full responsibility for the portfolio once qualified.
In addition to your technical skills and knowledge, you must possess excellent interpersonal skills, with the ability to communicate complex financial concepts in a clear and concise manner.
The successful candidate will have access to a comprehensive training program, designed to equip them with the skills and expertise required to excel in this role.
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HNW Portfolio Advisor
4 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeWe are seeking an experienced HNW Portfolio Advisor to join our team in Stockport. As a key member of the Ferguson Dean team, you will be responsible for managing a portfolio of high net worth clients across the Cheshire region.Your primary focus will be on providing expert financial guidance and advice to clients, using your knowledge of cashflow modelling...
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HNW Client Portfolio Manager
1 week ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout the Role:Ferguson Dean is a leading financial planning firm in Stockport, and we are currently seeking a talented individual to join our team as a Financial Planning Associate. In this role, you will work closely with a Senior Adviser to take over a portfolio of high net worth (HNW) clients in the Cheshire region.The ideal candidate will have excellent...
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Financial Professional
3 weeks ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeJob Title: Financial AdvisorAbout the Role:The role of a Financial Advisor at Ferguson Dean involves providing holistic planning to clients across Cheshire. You will work with a Senior Adviser to take over a portfolio of HNW clients and provide a support role with a view to taking over the portfolio in an agreed time frame.Key Responsibilities:Providing...
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Senior Tax Advisor
2 days ago
Stockport, Stockport, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeLevitate Recruitment is currently looking for an experienced Senior Tax Advisor to join our team. As a Senior Tax Advisor - Private Clients, you will be responsible for providing high-quality tax advice and services to clients.Key Responsibilities• Manage a diverse portfolio of clients, providing tax compliance and advisory services• Prepare tax returns...
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Financial Planner Position
4 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeFinancial Advisor Job in StockportAn exciting opportunity has arisen for a skilled Financial Planner to join Ferguson Dean, a leading financial planning firm in Stockport. This role is ideal for an individual looking to begin their advice career and work closely with a Senior Adviser.The firm offers a supportive environment where you can develop your skills...
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Senior Private Client Advisor
1 week ago
Stockport, Stockport, United Kingdom Brook Street UK Full timeBecome a part of our dynamic team as a Private Wealth Manager at our award-winning firm of chartered accountants and tax advisers.We are seeking a highly skilled Senior Private Client Advisor to join our rapidly expanding Private Client Division in Stockport and help shape the financial futures of our clients.In this role, you will have the opportunity to...
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Senior Financial Planner Opportunity
4 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeJob Description:We are seeking a Senior Financial Planner to join our team at Ferguson Dean in Stockport. As a Financial Planning Associate, you will work closely with a Senior Adviser to take over a portfolio of high net worth (HNW) clients in the Cheshire region.The role involves providing holistic planning to clients across Cheshire, attending meetings...
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Financial Planning Expert
5 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeRole OverviewWe are seeking a highly skilled Financial Planner to join our practice in Stockport, Cheshire. As a Portfolio Management Specialist, you will be responsible for providing holistic planning services to High Net Worth (HNW) clients across the region.Your primary objective will be to work closely with a Senior Adviser to take over a portfolio of...
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Financial Planning Associate
4 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeFinancial Planning Job Description:Ferguson Dean is looking for an experienced Financial Planning Associate to join our team in Stockport. The successful candidate will work closely with a Senior Adviser to manage a portfolio of high net worth (HNW) clients in the Cheshire region.The role involves providing comprehensive financial planning services to...
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Financial Planning Specialist
1 week ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout the RoleThis exciting opportunity has arisen at Ferguson Dean, a well-established financial planning firm in Stockport, for a highly skilled Financial Planning Specialist to join their team. As a key member of the team, you will work closely with a Senior Adviser to provide exceptional service to a portfolio of HNW clients in the Cheshire region.The...
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Senior Tax Advisor
1 month ago
Stockport, Stockport, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeJob Title: Senior Tax AdvisorLocation: Stockport, UKSalary: £40,000 - £50,000 per annumJob Overview:Our company is a leading provider of accountancy and insolvency recruitment services. We are looking for an experienced Senior Tax Advisor to join our team in Stockport.Key Responsibilities:Collaborate with clients to understand their tax needs and provide...
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Insurance Policy Advisor
5 days ago
Stockport, Stockport, United Kingdom Jobheron Careers Full time**Job Overview:**We are seeking a highly skilled Sales Support Advisor to join our team at Jobheron Careers in Stockport.The successful candidate will be responsible for verifying fleet insurance details from prospective clients and developing their skills towards attaining promotion to the position of Fleet Sales Advisor.About the Role:The role primarily...
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Health and Safety Advisor
3 weeks ago
Stockport, Stockport, United Kingdom OH Medical Recruitment Ltd. Full timeJob DescriptionSenior Occupational Health AdvisorWe are looking for an experienced occupational health professional to join our team in Stockport. As a Senior Occupational Health Advisor, you will be responsible for delivering high-quality occupational health services to clients. Your duties will include conducting health surveillance, fitness to work...
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Portfolio Management Specialist
5 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout the RoleWe are currently recruiting for a Financial Planning Expert to join our team in Stockport. The successful candidate will be responsible for managing a portfolio of HNW clients, providing comprehensive financial planning services, and working closely with a Senior Adviser to ensure seamless transitions.This is an excellent opportunity for...
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Senior Tax Advisor
3 weeks ago
Stockport, Stockport, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeLviate Recruitment is partnering with a leading accountancy practice to find a Senior Tax Advisor. The role requires dealing with client queries promptly and efficiently, reporting to partners on client tax affairs, and liaising with internal departments as needed.The successful candidate will have a strong understanding of personal tax laws and regulations,...
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Climate Change Advisor
4 days ago
Stockport, Stockport, United Kingdom Fichtner Consulting Engineers Ltd Full timeFichtner Consulting Engineers Ltd is a leading technical consultancy with over 30 years of experience in delivering successful projects throughout the UK and Ireland.Job Title: Climate Change AdvisorWe are seeking a highly skilled and experienced professional to join our team as a Climate Change Advisor.Bachelors' or Master's degree qualified in...
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Institute of the Motor Industry Service Advisor
1 month ago
Stockport, Stockport, United Kingdom Institute of the Motor Industry. limited Full timeService Advisor Position Summary:We are recruiting a skilled Service Advisor to work with our prestigious client in Eastbourne. This role demands a detail-oriented individual with excellent communication and organizational skills, as well as a strong customer focus. The ideal candidate will have previous experience in a prestige franchised dealership and be...
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Commercial Fleet Insurance Advisor
1 week ago
Stockport, Stockport, United Kingdom Jobheron Careers Full timeJob Title: Commercial Fleet Insurance Advisor We are seeking a highly motivated and customer-focused Commercial Fleet Insurance Advisor to join our team at Jobheron Careers based in Stockport on a full-time basis. As a successful candidate, you will have experience in fleet insurance and a strong understanding of motor insurance policies, coverage options,...
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Cheshire Wealth Advisor Opportunity
4 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeFinancial Planning Role in StockportFerguson Dean is a well-established financial planning firm in Stockport, offering a unique opportunity for a Financial Planner to join their team. This role is ideal for an individual looking to start their advice career and work with a supportive Senior Adviser.The key responsibilities include:Working with a Senior...
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Technical Service Advisor
1 week ago
Stockport, Stockport, United Kingdom Octane Recruitment Full timeWe are seeking a highly skilled Vehicle Technician to join our team at Octane Recruitment. The successful candidate will be responsible for diagnosing and repairing complex vehicle issues, as well as carrying out routine servicing and maintenance tasks. This role requires a strong understanding of vehicle mechanics, electrical systems, and hydraulic fault...